Banks & Credit Unions in Charlotte, NC

We did the hard work of finding trustworthy partners in Charlotte, NC. Fill out the form to get connected.

Start Here to Open a Bank Account

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Bank Branches and ATMs in Charlotte, NC

TowneBank
3 out of 5
Location 6337 Carnegie Blvd, Charlotte, NC 28211, USA
Phone (704) 644-4001
Directions
Fifth Third Bank & ATM
SEC File# 801-63623
CRD# 628
3 out of 5
Location 201 N Tryon St, Charlotte, NC 28202, USA
Phone (704) 373-0400
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
Chase Bank
3 out of 5
Location 112 S Tryon St STE 100, Charlotte, NC 28284, USA
Phone (980) 287-4186
Directions
PNC Bank
3 out of 5
Location 1000 East Blvd, Charlotte, NC 28203, USA
Phone (704) 686-1086
Directions
First Citizens Bank
2 out of 5
Location 3050 Eastway Dr, Charlotte, NC 28205, USA
Phone (704) 338-4370
Directions
Regions Bank
3 out of 5
Location 1045 Providence Rd, Charlotte, NC 28207, USA
Phone (980) 287-2460
Directions
Regions Bank
SEC File# 801-116728
CRD# 286094
3 out of 5
Location 615 S College St, Charlotte, NC 28202, USA
Phone (980) 287-2920
Directions
SouthState Bank
2 out of 5
Location 1043 E Morehead St Suite 100, Charlotte, NC 28204, USA
Phone (704) 323-4330
Directions
Wells Fargo Bank
3 out of 5
Location 1625 South Blvd, Charlotte, NC 28203, USA
Phone (704) 383-5803
Directions
Crescom Bank
Location 6801 Carnegie Blvd STE 102, Charlotte, NC 28211, USA
Phone (980) 312-5258
Directions
Bank of America Financial Center
2 out of 5
Location 100 N Tryon St STE 170, Charlotte, NC 28202, USA
Phone (980) 335-3561
Directions
SouthState Bank
2 out of 5
Location 325 S Sharon Amity Rd, Charlotte, NC 28211, USA
Phone (704) 365-9696
Directions
SouthState Bank
3 out of 5
Location 6525 Carnegie Blvd Suite 110, Charlotte, NC 28211, USA
Phone (704) 926-4060
Directions
U.S. Bank Branch
SEC File# 801-60449
CRD# 122141
4 out of 5
Location 201 S Tryon St, Charlotte, NC 28202, USA
Phone (980) 859-8543
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Banks in Charlotte, NC

Where Charlotte, NC Banks & Credit Unions Serve

Charlotte, NC is a bustling city with a rich history and diverse culture. Home to numerous landmarks, such as the Bank of America Stadium, Charlotte Motor Speedway, and the NASCAR Hall of Fame, there is always something to see and do in this vibrant metropolis. Top employers in the area include Bank of America, Wells Fargo, and Duke Energy, among others, providing a strong economy and job market for residents. Major highways and streets, including I-77, I-85, and I-485, make commuting and travel easy and convenient. The city boasts a variety of neighborhoods, each with its own unique character and charm. From the trendy and upscale South End to the historic and picturesque Dilworth, there is a neighborhood to suit every taste and lifestyle. With its mix of modern amenities and Southern hospitality, Charlotte is a city that truly has it all.

Charlotte, NC Banking Related Services

Insurance Broker

Residents of Charlotte, NC can benefit greatly from the services of an insurance broker. With the city's growing population and diverse industries, an insurance broker can help individuals and businesses find the most suitable and cost-effective insurance plans. For example, Charlotte is known for its vibrant banking and finance sector, which means that many residents work in this industry and may require specialized insurance coverage. An insurance broker can help these individuals find policies that offer protection against professional liabilities and other risks specific to their field. Additionally, Charlotte is prone to natural disasters such as hurricanes and floods, so an insurance broker can assist residents in finding comprehensive coverage that includes these potential threats. Overall, an insurance broker can provide invaluable guidance and support to Charlotte residents in navigating the complex world of insurance.

Retirement Planning

Residents of Charlotte, NC can benefit greatly from the services of a retirement planner. Retirement planning is a complex process that requires careful consideration of a variety of factors, including income, expenses, savings, investments, and more. A retirement planner can help residents of Charlotte navigate this process by providing expert guidance and advice tailored to their specific needs and goals. For example, a retirement planner can help Charlotte residents optimize their retirement savings by recommending investment strategies that take into account the unique economic and financial landscape of the region. Additionally, a retirement planner can help Charlotte residents plan for healthcare costs in retirement, which can be particularly important given the high healthcare costs in the area. Overall, working with a retirement planner can help Charlotte residents achieve greater financial security and peace of mind as they approach retirement.

Wealth Management

Residents of Charlotte, NC could benefit from a wealth manager in a variety of ways. One specific way is by helping them navigate the unique tax laws and regulations in North Carolina. With the state's complex tax system, a wealth manager can assist in developing a tax-efficient investment plan that maximizes returns and minimizes tax liabilities. Additionally, Charlotte is home to many successful businesses and entrepreneurs, and a wealth manager can provide guidance on business succession planning and estate planning to ensure their wealth is protected for future generations. Overall, a wealth manager can provide valuable financial advice and support to residents of Charlotte, NC, helping them achieve their long-term financial goals.

Financial Advisor

Residents of Charlotte, NC could greatly benefit from the guidance of a financial advisor in a variety of ways. For example, with Charlotte being home to many major corporations, a financial advisor could assist individuals in navigating the complex world of employee benefits and retirement plans. Additionally, with the city's growing population and real estate market, a financial advisor could provide valuable insight on purchasing a home or investing in property. Furthermore, a financial advisor could help Charlotte residents plan for unexpected events such as natural disasters, which have become increasingly common in the area. Overall, a financial advisor could provide tailored advice and strategies to help Charlotte residents achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Charlotte, NC can benefit from the assistance of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents of Charlotte navigate the complex process of obtaining a mortgage. They can provide guidance on the different types of mortgages available and help residents find the best option for their financial situation. Additionally, a mortgage loan officer can help residents understand the specific housing market in Charlotte, which is known for its rapidly growing population and competitive real estate market. By working with a mortgage loan officer, residents can ensure that they are making informed decisions when it comes to buying a home in Charlotte.

Tax Services

Residents of Charlotte, NC could greatly benefit from the expertise of a tax advisor. With the city's growing population and thriving business scene, there are many tax laws and regulations that can be difficult to navigate on your own. A tax advisor can help residents understand the tax implications of various financial decisions, such as buying a home or starting a business. Additionally, Charlotte has a unique tax structure with both city and county taxes, which can be confusing for newcomers. A tax advisor can help residents ensure they are paying the correct amount of taxes and taking advantage of any available deductions. Overall, a tax advisor can provide valuable guidance and peace of mind for Charlotte residents when it comes to their finances.

Estate Planning Lawyer

Residents of Charlotte, NC could greatly benefit from the assistance of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can assist with setting up powers of attorney and healthcare directives to ensure that a person's wishes are carried out if they become unable to make decisions for themselves. In Charlotte, NC, it is important to note that estate planning laws can vary from state to state, so having a knowledgeable lawyer who is familiar with North Carolina's specific laws and regulations can be extremely beneficial.

Charlotte, NC Financial Resources

Charlotte, NC Chamber of Commerce

https://www.charlotteareachamber.com/

Charlotte, NC City Hall

https://www.charlottenc.gov/Home

Charlotte, NC Public Library

https://www.cmlibrary.org/

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs